Personal Accounting

Strategic Tax Solutions. Long-Term Partnerships.

Strategic Tax Solutions. Long-Term Partnerships.

At GWH, we do more than prepare your taxes — we get to know you. Whether it's a new job, a growing family, or a change in income, we stay in touch throughout the year to help you plan ahead, avoid surprises, and make confident financial decisions. Our goal is to be the team you rely on, not just during tax season, but whenever life changes. With a team of experienced CPAs who know the tax code inside and out, we’re here to help you navigate deductions, credits, and complex filings with confidence.

Meet Your Advisors

Personal Accounting Services

Accurate, stress-free tax filings with the goal of uncovering every eligible deduction and credit — so you can keep more of what you earn.

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Personal Income Tax Returns

Accurate, timely filings with a focus on deductions and credits.

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Estate & Trust Income Tax Returns (IRS Form 1041)

Specialized expertise in fiduciary returns and estate compliance.

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Gift Tax Returns (IRS Form 709)

Proper reporting to support your long-term estate and giving strategies.

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Tax Strategies

Year-round planning to help you lower your tax bill and make smarter financial moves.

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IRS Representation

We handle audits, notices, and negotiations, so you don’t have to face the IRS alone.

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Personal Financial Statements for Third Parties

Reliable documentation for banks, lenders, or legal needs.

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IRA & Retirement Planning

Integrated advice to align your retirement goals with tax efficiency and long-term security.

Additional Services to Maximize Your Business Potential

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Financial Planning

As wealth advisors, we believe in innovation, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your success.

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Personal Accounting

At GWH, we do more than prepare your taxes — we get to know you. Whether it's a new job, a growing family, or a change in income, we stay in touch throughout the year to help you plan ahead, avoid surprises, and make confident financial decisions. Our goal is to be the team you rely on, not just during tax season, but whenever life changes. With a team of experienced CPAs who know the tax code inside and out, we’re here to help you navigate deductions, credits, and complex filings with confidence.

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Business Accounting

Our business accounting services go beyond the basics to provide clarity and strategy. Whether you're a startup finding your footing or a seasoned business refining your operations, we tailor our services to meet your needs at every stage of growth. From staying compliant to planning ahead, we help you make informed decisions that move your business forward.

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Tax Planning

As wealth advisors, we believe in innovation, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your success.

Read More about tax planning

Not sure where to start? We've Got You Covered

We work with individuals, couples, families, and small-business owners at all stages of their financial journey — from just getting started to planning for retirement.
If you care about making smart decisions with your money, you’re in the right place.

Book Your Appointment

Whether it’s a portfolio review or simply seeking guidance on where to start, we’re here to help.

Book Your Appointment